Adam M Hancock
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Bank of America, N.A.Dec 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2025 to now
- Bj's Restaurants Inc.Aug 2025 to Oct 2025
- Bj's Restaurants Inc.Aug 2023 to Jul 2025
- Bj's Restaurants Inc.Jul 2022 to Jun 2023
- Iu BloomingtonJul 2021 to May 2025
- ShiptJul 2020 to Jul 2021
- The Escape Room USAAug 2019 to Sep 2020
- Noblesville High SchoolAug 2017 to Jun 2021
- N/aMay 2017 to Aug 2017
- Noblesville West Middle SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8178819
- Firm CRD
- 7691